Flight Financial

Flight Financial is an outsourced CFO firm that helps professional service providers have growing, profitable, and successful businesses. https://www.flight.financial/

Founder & Chief CFO

Cadilus

•  Cadilus is a managed service and consulting firm founded to bring Fortune 500 finance and analytics to the middle-markets. 
•  The Company's strategy is to merge finance, analytics, and best-practice management systems into innovative capability offers that enable customers to make better business decisions. 
•  The Company leverages technology and delivery process excellence and innovation to offer exceptional value at an unprecedented pace.
•  As a Manager, I was responsible for leading several client engagements and my key tasks centered on the following core service offerings – 
(1) Financial Modeling & Forecasting, 
(2) Performance Measuring & Reporting, 
(3) Business Planning & Budgeting, and 
(4) Business Analytics & Insights.

Manager, FP&A Services

AmeriLife

Summary:

• Provide direction, coordination, oversight and execution of all phases of acquisition analysis and due diligence to ensure consistency with company strategy, commitments and goals.

• Support the firm’s Corporate Development function through management of research, due diligence, financial analysis and development of presentations for initiatives across the company.

Key Duties and Responsibilities:

• Support the CEO, CFO and other senior Corporate Development executives in strategic and financial analysis for acquisitions and key business initiatives. 

• Research and assess transaction opportunities. 

• Build valuation and financial models. 

• Communicating the business case for proposed acquisitions, particularly the strategic alignment, market context, business analysis and financial justification. 

• Manage the due diligence review of target acquisitions. 

• Identify risk issues that impact transaction value and engage the right resources to address. 

• Meet with stakeholders and provide status updates; clearly communicate issues, potential risks, and mitigation plans. 

• Serve as liaison with target acquisitions and internal subject matter experts to clarify due diligence requirements and ensure thorough follow through. 

• Consolidate due diligence reports from subject matter experts; Distill and summarize relevant information for Senior Executive team. 

• Identify due diligence issues and work with legal team to resolve issues in the transaction documents.

Manager, Corporate Development

Dixon Hughes Goodman LLP

• Participate in buy-side and sell-side financial due diligence engagements with both private equity and strategic corporate buyers 

• Perform (i) quality of earnings, (ii) working capital and (iii) debt and debt-like items analyses 

• Analyze the financial operations of the target companies and identify issues that may impact the purchase price 

• Understand and evaluate financial and operational trends of target companies 

• Lead diligence meetings with target company management team 

• Communicate due diligence findings in a formal report 

• Supervise senior associates and provide performance review feedback 

• Develop and maintain strong client relationships/project management 

• Manage multiple tasks/projects at a time

Manager, Transaction Advisory Services

MetLife

• Worked in MetLife's Corporate & Other Segment Controllers Group. 
•  Served as Controller for start-up businesses within MetLife, primarily the Expatriate Insurance Business (Life, Health, LTD).

Controller, Expatriate Business, C&O Controllers Group

Crosstree Capital Partners, Inc.

• Crosstree is a Healthcare-Focused Investment Bank Providing Mergers and Acquisitions
and Financing Advisory to the Diagnostics & Tools, Drug & Medical Device Outsourcing, and Healthcare Providers segments of the Healthcare industry.

Investment Banker

Silverwood Partners

• Provided financial and strategic advisory services to TMT and Healthcare companies in connection with M&A, divestiture, and private financing transactions.

About Silverwood Partners

Silverwood Partners is a specialized investment bank that provides merger & acquisition advisory services, private capital financing capabilities, and financial and strategic advisory services to public and private companies worldwide in the TMT, healthcare, and consumer sectors.

Vice President Investment Banking

Liberty Savings Bank

• Coordinated several client projects and internal initiatives across multiple offices in different states

Associate, Investment Services

Is your business booming💥but your bank balance barely pays your bills?😭I can help.😎I'm a fractional CFO for founder-owned, self-financed businesses seeking more money, more time, and more peace. | DM me for details 🚀

👋 Lawyers & Fellow Professional Services Firm Owners,

Are you buried in billable hours, but your bank balance barely budges?

Want to grow, but lack financial and strategic guidance?

Do you seek freedom over your time and income?

I started my own firm, Flight Financial, to gain autonomy over my time and earnings. 

🛫 Why 'Flight'? Because it symbolizes freedom, momentum, direction, and raising your firm to unprecedented heights.

Today, I’m committed to guiding you towards experiencing that same sense of liberation and clarity for your firm.

My clients work 40 hours or less per week and have profits in excess of $500,000 per year, without financial unknowns and stress.

At Flight Financial, we have a 6-step One Clear Path system for your firm that will give you the roadmap to that lifestyle.

Within the first 30 days you’ll have a bulletproof plan in hand to gain at least a 2x return on our service in the first year - the sky’s the limit!
 
✅ Here’s How I Elevate You:

➡️ Craft a Clear Profit Path: We’ll give you actionable next steps to achieve transformative results for your firm.

➡️ Seal Profit Leaks: We’ll stop your firm from being a leaky bucket of profits.

➡️ Amplify Marketing ROI: Waiting years for marketing to pay off is a thing of the past. Every $1 of marketing should be generating at least $3 of billable hours for your firm this quarter.

➡️ Optimize Staff ROI: Start earning at least 3x what the lawyers on your team cost you.

➡️ Simplified Financial Mastery: No convoluted jargon, just tailored insights. Each month, you’ll get an easy-to-understand 1-page scoreboard that will clearly show you what’s working and what needs improvement in your business. No need to look at boring or confusing financial accounting statements.   

As a fellow professional services firm owner with 15+ years in finance, accounting, and diverse business collaborations, I deeply understand your aspirations and your challenges. 

I've aided professionals, from lawyers to marketing agencies, in nurturing businesses that thrive, boost profits, amplify cash flow, and resonate with their unique definitions of success.

Ready to soar higher in your firm? 

Let’s get on a quick call to see if we’re the right fit for each other.

Book your free “Right Fit” call here: https://calendly.com/flightfinancial/right-fit 🚀

Brian Zapf, CPA

Centered Performance

I help small business owners pinpoint the sources of their growing pains. Then, prioritize and take actions that support growth, empower employees, and shift cultures of constant fire fighting.

I design repeatable systems that let your company:
🔹Perform consistently with your values
🔹Save staff time and eliminate unnecessary investments
🔹Automate actions without removing personal connection
🔹Prevent surprises for you and your customers

Want to give your company the ability to focus on what matters?

Check out www.centeredperformance.com/systems-design or message me.

Chief Operating Officer

TechTBD

The natural growth of organizations means solutions are often created as a matter of necessity, reaction, and survival. Consistent performance and growth based on past urgent decisions is painful. Intentional, holistic design is critical to heal processes and technology so visionary organizations can keep creating what’s next for the world.

Serving international organizations through the Experience Design Lab.

Experience Design and Operations

Innovate! Perform. Excel. Elevate.

Strategic Planning and Execution:
Managed 1-year, 5-year, and 10-year strategic plans to focus investments, set performance targets, and balance staff bandwidth. Established integrated company scorecard to measure weekly performance and provide visibility into future risks. Facilitated relationship breakdowns and strong opinions of executive team members to forward company goals. Established communication and accountability structure with Director team to create consistent communication and promote company-wide transparency.

Internal Operations:
Restructured internal Contracts, IT, and Accounting departments to provide additional leadership which reduced errors and increased delivery team performance. Created company-wide recruiting process, including core values, that increased retention and onboarded incredibly talented staff. Drove successful adoption of corporate knowledge management system which became the singular view into company operations. This enabled the company to achieve CMMI Level 2, CMMI Level 3, and ISO 9001 certifications.

Delivery and Business Development:
Coached delivery Directors to discover new ways to manage challenging client, employee, and executive engagements. Built partnerships with client executives to stay aware of their needs and to act internally to fill any gaps in their customer experience. Accountable for the submission of $140M proposal and sold additional projects during key contract gaps.

Strategic Planning and Process Improvement:
Established a three-year roadmap to resolve process and capability gaps across each department. Provided structured analysis to determine best fit and value with platform vendors and custom options. Negotiated vendor contracts to achieve 40%+ license discounts. Focused on healing and enhancing processes to get the most benefit from technical solutions.

Innovation and Architecture:
Implemented Tableau as a self-service analytics platform that enabled executives and managers to see and understand financial, resourcing, and performance data that was previously unavailable. Created a centralized knowledge management system using Salesforce with integration to DocuSign to create visibility into company-wide day-to-day activities and workload, while retaining best practices and lessons learned. Rearchitected the Microsoft Dynamics data model to have it match how operations functioned.

Staff Engagement, Business Development, and Adoption:
Created a forum for discussing process breakdowns and desired improvements to give people a constructive place to voice pain points and provide input to solutions. Met with clients, prospects, and partners to demonstrate what was possible using solutions we had built to generate new sales. Established deeply trusting relationships across departments to have candid conversations, get support, and promote adoption of created tools and processes.

Director, Technology and Innovation

Solution Implementation and Client Engagement:
Architected, created governance, and led the development team for a 15,000-user Salesforce implementation, which eliminated legacy applications and modernized organizational capabilities. Implemented and maintained 15 cloud-based Salesforce, SharePoint, and Azure systems through agile practices. Participating stakeholder communities include the federal government, higher education, commercial real estate, finance, and involved major industry players such as Clorox and Walmart. Achieved 95% customer satisfaction across clients by balancing stakeholder needs with providing recommendations focused on long-term success and security, even when it seemed unfavorable.

Strategic Planning and Portfolio Management:
Implemented an integrated platform strategy for a major federal agency to consolidate legacy systems and practices. This strategy was the driving vision behind the decision to acquire Salesforce.com as an agency platform solution. Coached senior leaders on strategy and acquisition of Platform-as-a-Solution products, including negotiations of Salesforce license agreements to make sure purchases provided value. Created business cases for clients to request additional funding, enabling them to capture over $3M in additional budget for their initiatives.

Talent Development and Resource Management:
Grew a team of two into a team of 20 with a contract portfolio of $30M+. Created a 25-30% profit margin each year. Conducted ongoing manager training aimed at being authentic and direct to increase management skills beyond delivery. Reviewed more than 100 request for proposals (RFPs), maintained a 62% proposal win rate, and evaluated sub-contractor capabilities to meet proposal requirements.

Director, Cloud Advisory Services

Booz Allen Hamilton

- Co-created portfolio management methodology for US Army to evaluate value of investments in terms of capability provided
- Facilitated stakeholder sessions and training around creation/implementation of Probability of Program Success (PoPS) at US Navy System Commands
- Created MS Access prototype and led development team to create database tool for use in US Navy's acquisition programs to assess and report performance against mandated milestone requirements
- Crafted marketing presentations, identified and won business development opportunities, wrote technical proposals

Associate

How much longer can you tolerate being the one that holds your business together?

You have big plans, but you keep getting pulled away. 

You want to keep growing, but your staff keep telling you they’re “too busy.”

Now you're stuck solving low ROI issues.
Revenue growth is limited. 
Plans you have for expansion are paused. 

You’re frustrated and bored instead of lit up.

Visionary leaders of $2M - $10M service-based small businesses come to me to:
→ Get out of stagnation and back to growth
→ Cause employees to be fully accountable for their work
→ Systematize and automate operations
→ Do more without burning people out
→ Use data to understand company performance

I deliver:
→ A 75-factor audit that reveals core issues that hold your company back
→ A plan broken into 90-day chunks that have a measurable impact 
→ Systems, structure, and support to help get there

I’m not here to:
→ Pretend to know more about your business than you do
→ Automate everything with the promise your life will be magically better
→ Use a boilerplate, business book approach to “fix” your company

Some of my clients:
→ A wealth management firm that reduced staff workload and saw a dashboard of company metrics for the first time
→ A healthcare practice that created clear growth paths for employees, reduced payroll time, and freed up future profit
→ A residential painting company that reduced CEO workload by 10-12 hours per week
→ Another healthcare practice that productized their services for easier delivery, marketing, and sales leading to 2x revenue and 4x profit in 12 months
→ A pet care brand that created clarity across manager roles and accountabilities so they could expand to 4 locations

I’ve spent 17 years working with clients across 12 industries and can give you a starting point from what has worked to get you moving quickly. 

I use my experience in growing a business from $2M to $20M to help you achieve similar growth. I’ve helped organizations save 400,000+ hours of staff time, avoid $80M+ of unnecessary investments, and prevent 1,000s of customers from falling through the cracks. 

I’ve coached 200+ executives, managers, and staff which means you’ll be able to make the most with the resources you already have.

You don’t have to figure it out on your own and learn more the hard way. 

No one’s got time for that.

Ready to get out of the day-to-day of your business and go do the stuff that lights you up?

Shoot me a DM.

taplio

The Battle

Brian Zapf, CPA

Matt Brumberger

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